Position in SOFI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$44,412
+$15,527 QoQ
Shares Held
2,477
+36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#696
of 913 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CX Institutional holds $68,748,214 across 11 Credit Services names. SOFI ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
93,869 | $32,205,515 | |
| 2 | MA |
Mastercard Inc
|
26,565 | $13,643,784 | |
| 3 | AXP |
American Express Co
|
39,810 | $13,465,732 | |
| 4 | SYF |
Synchrony Financial
|
58,923 | $4,481,094 | |
| 5 | ENVA |
Enova International, Inc.
|
14,040 | $3,379,849 | |
| 6 | COF |
Capital One Financial Corp
|
4,766 | $956,154 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
9,362 | $404,251 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
1,045 | $85,219 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,412 | 2,477 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $28,885 | 1,819 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $47,621 | 1,819 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $30,567 | 1,157 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $21,068 | 1,157 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $13,455 | 1,157 | Shares | Sole | 2025-04-15 | |
| 2023-06-30 | $83,400 | 10,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $60,700 | 10,000 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||